Latest Institutional Purchases of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63.3K+ 5.78% |
$3.72M - $4.32M
|
1.16M
$64.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.2K+ 31.53% |
$3.66M - $4.24M
|
259K
$14.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
33.6K+ 59.41% |
$1.98M - $2.29M
|
90.2K
$5.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.4K+ 26.46% |
$1.61M - $1.87M
|
131K
$7.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.4K+ 189.22% |
$1.44M - $1.67M
|
37.4K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.9K+ 17.28% |
$1.11M - $1.29M
|
128K
$7.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.7K+ 109.29% |
$1.1M - $1.28M
|
35.8K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
18.2K+ 6.1% |
$1.07M - $1.24M
|
316K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
17.8K+ 15.76% |
$1.05M - $1.21M
|
131K
$7.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
17K+ 74.65% |
$1M - $1.16M
|
39.9K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
16.5K+ 3.85% |
$973K - $1.13M
|
446K
$24.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.2K+ 3.55% |
$951K - $1.1M
|
472K
$26.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
16K+ 15.4% |
$943K - $1.09M
|
120K
$6.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.2K+ 5.17% |
$778K - $902K
|
269K
$15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 5.32% |
$776K - $900K
|
261K
$14.6M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
12.2KNew |
$716K - $830K
|
12.2K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1KNew |
$595K - $691K
|
10.1K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
9.37K+ 5.88% |
$551K - $639K
|
169K
$9.39M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 3.96% |
$522K - $606K
|
233K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.57K+ 5.45% |
$504K - $584K
|
166K
$9.23M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 31.59% |
$446K - $518K
|
31.6K
$1.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
7.12K+ 20.49% |
$419K - $486K
|
41.9K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.66K+ 130.26% |
$392K - $454K
|
11.8K
$656K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.58K+ 2.32% |
$387K - $448K
|
289K
$16.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.55KNew |
$326K - $378K
|
5.55K
$309K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.38K+ 9.46% |
$316K - $367K
|
62.3K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.2KNew |
$306K - $355K
|
5.2K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.67KNew |
$275K - $319K
|
4.67K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.51K+ 93.67% |
$265K - $308K
|
9.33K
$520K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.15K+ 4.84% |
$244K - $283K
|
89.9K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.56KNew |
$209K - $243K
|
3.56K
$198K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.1K+ 3.92% |
$123K - $143K
|
55.7K
$3.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.85K+ 11.03% |
$109K - $126K
|
18.6K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.8K+ 0.64% |
$106K - $123K
|
282K
$15.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.43K+ 21.52% |
$83.9K - $97.3K
|
8.05K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
913New |
$53.7K - $62.3K
|
913
$50.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
674+ 3.22% |
$39.6K - $46K
|
21.6K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
610+ 6.76% |
$35.9K - $41.6K
|
9.64K
$537K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
541+ 13.94% |
$31.8K - $36.9K
|
4.42K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
391+ 12.02% |
$23K - $26.7K
|
3.64K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
320New |
$18.8K - $21.8K
|
320
$17.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
226+ 1.33% |
$13.3K - $15.4K
|
17.2K
$959K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
120+ 1.14% |
$7.06K - $8.18K
|
10.6K
$593K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
114+ 0.56% |
$6.7K - $7.77K
|
20.4K
$1.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
97+ 4.99% |
$5.7K - $6.62K
|
2.04K
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.59K - $5.32K
|
78
$4.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.18% |
$2.06K - $2.39K
|
19K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
33+ 0.06% |
$1.94K - $2.25K
|
59K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
16+ 0.14% |
$941 - $1.09K
|
11.1K
$618K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
15+ 0.22% |
$882 - $1.02K
|
6.8K
$379K
|